Monthly Archives: April 2024

[News] Apple Reportedly Releases Supply Chain List, Nanya Technology, Lotes, and Novatek Not Included

Apple has released its supply chain list for the 2023 fiscal year, with notable changes compared to the 2022 list. According to a report from CNA, Major IC substrate manufacturer Nan Ya PCB has returned to Apple’s supply chain list, …

Posted in Consumer Electronics, Smartphones | Tagged , , , , , | Leave a comment

[News] Japan’s Sakura AI GPU Procurement Reportedly Increases Fivefold, Including Purchase of NVIDIA B200

Japanese digital infrastructure service provider Sakura Internet, backed by government subsidies, is enhancing its cloud services for generative AI. According to a report from MoneyDJ, Sakura Internet’s procurement of GPUs is set to increase fivefold from the initial plan, with …

Posted in Semiconductors | Tagged , , , | Leave a comment

[News] AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow with Price Increases

Following the announcement of a price increase by the U.S. memory giant Western Digital Corporation (WDC), hard drive manufacturer Seagate Technology has also announced that it will raise prices in response. Seagate stated that they will immediately increase prices for …

Posted in Semiconductors | Tagged , , | Leave a comment

[News] U.S. Department of Commerce Claims Huawei Chips Not as Advanced, Lag Behind U.S. Chips by Several Years

U.S. Commerce Secretary Gina Raimondo recently stated that chips used by the Chinese company Huawei in their earlier Mate 60 Pro smartphone are not as advanced as those produced in the United States. According to a report from Reuters, Huawei has …

Posted in Semiconductors | Tagged , , , , | Leave a comment

[News] China’s Chip Production Surges by 40% in Q1

According to a report by the South China Morning Post on April 18th, encouraged by official support and continuous industry investment in expansion, China’s total chip production in the first quarter of 2024 reportedly surged by 40% to reach 98.1 …

Posted in Semiconductors | Tagged , , , | Leave a comment